+296.7%
VST vs AZO
+20.6%
+276.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.1% |
| 7D | +6.6% | +1.3% | +5.2% | +6.8% |
| 30D | -12.4% | +12.0% | -24.3% | -11.1% |
| 3M | -9.0% | +7.2% | -16.2% | -8.1% |
| 6M | -6.4% | -3.2% | -3.3% | -5.5% |
| YTD | -17.2% | -3.9% | -13.3% | -16.2% |
| 1Y | -22.0% | -14.7% | -7.4% | -21.4% |
| 3Y | +296.7% | +20.4% | +276.3% | +276.1% |
| All | +296.7% | +20.6% | +276.0% | +276.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded AZO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling